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Family Enterprise

Through our services in the following areas, we assist families and their advisors in working through the unique challenges that many family enterprises face:

• Family Office Services
• Facilitation Services
• Shareholder Agreements
• Governance Planning
• Compensation Planning
• Charitable Gift and Private Foundation Planning
• Estate Freeze Transactions and Family Trusts
• Division of Assets between Family Members
• Succession and Estate Planning
• Post Mortem Tax Planning

Succession and Estate Planning

Every owner of a successful family business faces the challenge of providing for the effective transition of business and personal asset ownership to the next generation. A successful transition requires that key areas such as management succession, transfer of voting control, transition of share ownership of the company and transition of personal asset ownership must be considered in an integrated and tax efficient way. We help you address the "soft issues"³ that are integral to this process and then assist with the technical structuring once the appropriate foundation is laid. Ultimately, we strive to provide you with the peace of mind that comes from a fully integrated and effectively structured succession and estate plan.